RIAs: $100M – $500M AUM
7,647 RIAs in the $100M – $500M AUM range, ranked by reported regulatory assets.
NEWPORT INVESTMENT MANAGEMENT, LLC
RIACHICAGO, IL
AUM $439MTEAM 17REPS 2
SHAWSPRING PARTNERS, LLC
RIABOSTON, MA
AUM $439MTEAM 7REPS 3
DICKMEYER BOYCE FINANCIAL MANAGEMENT, INC
RIAFORT WAYNE, IN
AUM $439MTEAM 8REPS 5
SECOND ALPHA PARTNERS
RIANew York, NY
AUM $438MTEAM 6REPS 3
STOREN FINANCIAL
RIAZIONSVILLE, IN
AUM $438MTEAM 14REPS 8
NEWVEST MANAGEMENT, LP
RIAAUM $438MTEAM 25REPS 7
ARNOLD WEITZ & CO
RIAELKHORN, NE
AUM $438MTEAM 2REPS 2
SCHULZ WEALTH, LTD.
RIAMANSFIELD, TX
AUM $438MTEAM 3REPS 3
CIC PARTNERS MANAGEMENT LLC
RIADALLAS, TX
AUM $438MTEAM 17REPS 5
ACCESS FINANCIAL SERVICES, INC.
RIAMINNEAPOLIS, MN
AUM $438MTEAM 10REPS 6
THE LLOYD ADVISORY GROUP
RIASUWANEE, GA
AUM $438MTEAM 13REPS 8
CROWN WEALTH GROUP LLC
RIACharlotte, NC
AUM $438MTEAM 10REPS 8
NOTE ADVISORS, LLC
RIABUFFALO, NY
AUM $437MTEAM 11REPS 5
HERBERT J. SIMS CAPITAL MANAGEMENT, INC.
RIAFAIRFIELD, CT
AUM $437MTEAM 30REPS 40
PEACHTREE WEALTH ADVISORS, INC
RIAAtlanta, GA
AUM $437MTEAM 3REPS 2
PRACTICE FINANCIAL GROUP
RIAJACKSONVILLE, OR
AUM $437MTEAM 28REPS 10
FOGEL CAPITAL MANAGEMENT INC
RIASTUART, FL
AUM $437MTEAM 11REPS 8
NDURE GLOBAL LLC
RIAAUM $437MTEAM 1REPS 1
AUGUST WEALTH ADVISORS LLC
RIAWESTPORT, CT
AUM $437MTEAM 8REPS 5
BLUEPRINT INVESTING LLC
RIASAN FRANCISCO, CA
AUM $436MTEAM 3REPS 3
WESTEND CAPITAL MANAGEMENT, LLC.
RIASAUSALITO, CA
AUM $436MTEAM 5REPS 4
FINANCIAL ASSET MANAGEMENT CORP
RIACHAPPAQUA, NY
AUM $436MTEAM 3REPS 4
RAVENSWOOD PARTNERS LP
RIAMCLEAN, VA
AUM $436MTEAM 5REPS 4
CHAPEL HILL INVESTMENT ANALYSTS INC
RIAGREENSBURG, PA
AUM $436MTEAM 3REPS 5
Other AUM ranges
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